Gerard P. Sullivan
Portfolio Manager
Mutual Funds |
Fact sheet | Annual | Semi annual | |
|---|---|---|---|---|
| Core Equity Fund | ||||
| Overall Morningstar RatingTM among 1298 funds in the Large Blend category. | ||||
| 10-year Morningstar RatingTM among 885 funds in the Large Blend category. | ||||
| 5-year Morningstar RatingTM among 1188 funds in the Large Blend category. | ||||
| 3-year Morningstar RatingTM among 1298 funds in the Large Blend category. | ||||
| Morningstar ratings as of 10/31/23 | ||||
More from the Equity team
Balance and ballast: A strategy for uncertain markets
With heightened uncertainty in the financial markets, we believe it is an attractive time to invest in balanced funds, thanks to uncorrelated asset class returns and the ballast provided by the fixed-income portion of their portfolios.
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ESG Materiality: A North Star for multi-asset investors [2023]
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